What is document management?

Document management is generically referred to as the process of organizing, storing, retrieving and managing documents and files in a systematic and efficient way. It involves capturing, indexing and securely storing digital and physical documents, making them easily searchable and accessible when needed.

What is Documatik?

Documatik is a Software-as-a-Service (SaaS) platform for automating data entry from invoices and tax receipts.

Can Documatik integrate with my organization systems?

Documatik is designed to integrate with diverse systems such as enterprise resource planning (ERP) software, customer relationship management (CRM) platforms and accounting systems. By integrating robotic software technologies (RPA) with our solution, automatic data transfer and synchronization can be achieved, ensuring an automated workflow and avoiding duplicate data entry.

What is OCR?

Optical character recognition (OCR) is a technology that automatically extracts key information from documents. Considering the particular case of invoices and tax receipts, it eliminates the need for manual data entry by automatically recognizing and capturing details such as vendor name, invoice number, date, line items and totals from scanned or digital invoices.

How can document management help my organization?

Document management can provide several benefits, such as:

- Organization and accessibility of documents.

- Collaboration and version control.

- Optimized workflows and reduced manual tasks.

- Enhanced security and compliance with document retention policies.

- Quick retrieval and sharing of information.

- Cost savings by reducing physical storage and printing needs.

Is the Documatik platform secure?

Documatik prioritizes security. Documatik uses measures such as encryption, access controls and user authentication to protect sensitive information.

What types of documents can be processed by Documatik?

Documatik can manage and process a wide range of invoices and tax receipts, in languages of international circulation.

Contact us for any questions and ideas
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